APW

Acima Private Wealth Portfolio holdings

AUM $319M
1-Year Est. Return 10.7%
This Quarter Est. Return
1 Year Est. Return
+10.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
+$944K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.9M
3
+$2.39M
4
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$2.33M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M

Top Sells

1
+$3.73M
2
+$3.39M
3
+$2.36M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.79M
5
INDA icon
iShares MSCI India ETF
INDA
+$1.7M

Sector Composition

1 Technology 7.28%
2 Healthcare 3.54%
3 Consumer Discretionary 2.82%
4 Financials 2.1%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$492K 0.18%
2,530
77
$491K 0.18%
1,473
78
$471K 0.17%
4,694
79
$464K 0.17%
1,800
80
$463K 0.17%
4,000
81
$449K 0.16%
4,922
82
$435K 0.16%
276
83
$407K 0.15%
14,542
-1,193
84
$399K 0.15%
722
85
$396K 0.15%
1,881
86
$379K 0.14%
2,421
87
$372K 0.14%
5,439
-7,497
88
$368K 0.14%
826
89
$346K 0.13%
784
90
$344K 0.13%
1,380
91
$339K 0.12%
2,400
92
$335K 0.12%
7,041
93
$325K 0.12%
3,638
94
$323K 0.12%
357
-69
95
$319K 0.12%
1,867
96
$315K 0.12%
2,500
97
$312K 0.11%
2,585
98
$304K 0.11%
1,743
-978
99
$303K 0.11%
2,000
100
$298K 0.11%
379
2 3
4
5 6